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Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$44.8M +$31.8M +5,804,078 +200%
DCM
27
Driehaus Capital Management
Illinois
$41.5M +$19.3M +3,519,245 +77%
OCM
28
Oaktree Capital Management
California
$38.8M -$17M -3,112,447 -29%
Victory Capital Management
29
Victory Capital Management
Texas
$36M -$2.44M -446,468 -6%
Bank of America
30
Bank of America
North Carolina
$32M +$1.28M +233,762 +4%
UBS Group
31
UBS Group
Switzerland
$31.3M -$3.82M -698,806 -10%
TAM
32
Todd Asset Management
Kentucky
$31.1M +$419K +76,535 +1%
GC
33
GMT Capital
Georgia
$29.7M +$15.1M +2,767,579 +92%
MIP
34
Mondrian Investment Partners
United Kingdom
$29.6M -$3.49M -636,949 -10%
HL
35
Harding Loevner
New Jersey
$29.5M -$5.52M -1,009,220 -15%
Millennium Management
36
Millennium Management
New York
$27.8M +$12.6M +2,298,974 +74%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$26.9M +$28.3M +5,166,827 +8,476%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$26.9M -$4.63M -845,293 -14%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$26.8M +$28.4M +5,198,855 New
Man Group
40
Man Group
United Kingdom
$25.8M +$13M +2,381,697 +91%
NP
41
NS Partners
United Kingdom
$23.8M -$896K -163,803 -3%
Northern Trust
42
Northern Trust
Illinois
$23.2M +$9.87M +1,803,279 +67%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$23.1M
Wellington Management Group
44
Wellington Management Group
Massachusetts
$23.1M
Morgan Stanley
45
Morgan Stanley
New York
$22.3M -$6.23M -1,138,561 -21%
Lazard Asset Management
46
Lazard Asset Management
New York
$21.3M +$1.12M +204,144 +5%
American Century Companies
47
American Century Companies
Missouri
$19.8M +$1.03M +188,787 +5%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$18.2M -$7.54M -1,377,977 -28%
PPFA
49
Provida Pension Fund Administrator
Chile
$17.9M +$19M +3,479,349 +1,026,357%
TRSOTSOK
50
Teachers Retirement System of the State of Kentucky
Kentucky
$17M

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.